How to use the Pipedrive-Mailchimp integration

The most common frustration that people have when using both Pipedrive and Mailchimp? It only syncs one-way.

While Pipedrive’s native Mailchimp integration does make it easy for you to add Pipedrive contacts to Mailchimp, the data about opens and clicks remains ‘stuck’ in Mailchimp and does not loop back to Pipedrive.

One of the things Outfunnel allows you to do is to “complete the loop” and make sure that your Pipedrive interface is automatically updated when Mailchimp is.

This FAQ page is to help you get your Pipedrive and Mailchimp synced seamlessly, both ways:

Here’s how to use our Pipedrive-Mailchimp integration:

1. First, sign up for an Outfunnel account, adding your email, name, and password.

2. Then, connect your Mailchimp and Pipedrive accounts as per on-screen instructions.

Automate syncing data from Pipedrive to Mailchimp

3. Go Outfunnel > Automations and click on New automation.

First, choose whether to sync all Pipedrive contacts or only contacts you’ve defined with a filter. Your Pipedrive filters will be visible if you click on the arrow down. As you are syncing contacts, not Deals, then only Pipedrive People filters are visible in Outfunnel.

4. Next, choose which Mailchimp list you’d like the contacts to be synced to.

You can sync different Pipedrive filters to different Mailchimp lists (eg. separate email lists for different regions or pipeline stages) or you can sync multiple Pipedrive filters to the same Mailchimp list (eg. a filter with open Deals for each sales rep, all synced to one big newsletter list)

5. Finally, select which fields or custom fields you’d like to sync to Mailchimp. You can choose up to 30 fields from all your Person and Organization fields and custom fields.

Please also note it takes 3-10 minutes for your chosen Pipedrive contacts to appear in Mailchimp.

Please also note that Outfunnel creates these fields in Mailchimp automatically, you don’t need to pre-create them.

Then, automate syncing data from Mailchimp to Pipedrive.

6. In the Outfunnel > Automations page, scroll down to Mailchimp to Pipedrive automations and click on New automation.

7. First, choose whether you’d like to sync activity from all Mailchimp lists or a specific Mailchimp list only.

8. Then select what events you’d like recorded in Pipedrive. The default settings are:

You can change these defaults and easily choose which Pipeline is used for creating new Deals and who the Owner of to-be-created deals is. 

That’s it! You’re ready to start sending email campaigns from Mailchimp and seeing activity reflected in Pipedrive.

Couple of things to keep in mind:

Finally, here’s a video that Pipedrive consultant Paul Minors has produced about Outfunnel.

Want to learn how to get more of Outfunnel? Check out this post which describes the eight powerful automations you get with Outfunnel.

Written by Andrus Purde